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American Funds 2015 Trgt Dt Rtr Inc R-6 (RFJTX)
13.47
0.00
(0.00%)
At close: November 2 at 6:48:45 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.58% |
|---|---|
| 5y Average Return | 5.18% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 15.72% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 15.72% |
| Worst 3Y Total Return | 2.19% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RFJTX
Category
- YTD
- 2.48%
- 5.24%
- 1-Month
- -2.73%
- 0.74%
- 3-Month
- -2.00%
- 3.92%
- 1-Year
- 4.55%
- 17.09%
- 3-Year
- 10.86%
- 9.13%
- 5-Year
- 5.25%
- 8.26%
- 10-Year
- 6.46%
- 6.90%
- Last Bull Market
- 14.21%
- 13.45%
- Last Bear Market
- -7.76%
- -10.49%
Annual Total Return (%) History
Year
RFJTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.08% | 4.66% | -2.00% | -- |
|
2025
|
2.45% | 4.94% | 3.42% | 2.01% |
|
2024
|
3.02% | 0.90% | 6.30% | -1.80% |
|
2023
|
2.83% | 1.20% | -2.55% | 8.04% |
|
2022
|
-3.59% | -7.76% | -5.41% | 6.69% |
|
2021
|
2.40% | 3.67% | -0.23% | 4.11% |
|
2020
|
-8.67% | 9.03% | 3.47% | 6.72% |
|
2019
|
6.49% | 2.70% | 0.85% | 4.22% |
|
2018
|
-0.95% | 0.70% | 1.81% | -4.21% |
|
2017
|
3.44% | 2.07% | 2.82% | 2.43% |
Rank in Category (By Total Return)
| YTD | 91 |
| 1-Month | 96 |
|---|---|
| 3-Month | 79 |
| 1-Year | 84 |
| 3-Year | 17 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 4.55% |
| 3-Year | 10.86% |
|---|---|
| 5-Year | 5.25% |
| 10-Year | 6.46% |
Performance & Risk
| YTD Return | 4.58% |
| 5y Average Return | 5.18% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.69 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | Capital Group |
| Net Assets | 4.22B |
| YTD Return | 2.48% |
| Yield | 2.75% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2007 |
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
